Well said @ssyd
As you would know I performed a scope of due diligence about 6 weeks ago.
I undertook the due diligence with a completely blank canvas..No emotions..No pre conceived opinion..I was not looking for what I wanted to read or hear.
I spent a number of hours over a number of nights..printing..highlighting..reading every announcement over the last few years countless times..why?
So I could find a narrative..any inconsistencies..I could see the subtle changes in messaging..I could also see what the company is trying to achieve both objectively & structurally.
My advice to everyone is leave the emotions at the door..We can all form opinions & speculated but often the best thing we can do is look to the facts..re-read the announcements..Wait for the announcements.
Follow the bread crumbs..I'm waiting for further information to form a more educated position..The full year reports will be interesting.
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